THE CLIENT

Ally homes (www.allyhomes.net) is one of a leading civil contractors dealing with multiple solutions for home maintenance and constructions.

THE PROBLEM

Due to a big clientele and projects, ally homes were unable to manage their whole business without a proper ERP Solution. They ended up with the single user ERPNext free edition (https://allyhomes.erpnext.com/) . Eventually the power of ERPNext drawn their attention to customise the solution to match their needs. Customising within the ERPNext site was impossible. Since ERPNext had a complex work flow for all modules Ally Homes wished to customise it for their own need.

OUR SOLUTION

Ally homes now manage their entire projects without any hassles and ease. Right from capturing their Lead and till the project closure and invoicing all work flow were customised according to their need. Adding Subcontractors and assign them Projects were now done with a click of mouse.

A newly created dashboard, helped in getting the sales executives and subcontractors to-do list assigned to them.

Technologies Used

python logo
frappe logo
mysql logo

KEY CLIENT BENEFITS

No need to go through a couple of work flow to create a customer from a lead.

Dash board with various information's and event calendar

Creation of project soon after a sales order is submitted.

Capturing of all expenses for particular projects

Assign subcontractors who are not in a project. Report for all generated leads those are converte

Cross check with the Invoice generated with the expenses met.

Report for all generated leads those are converted to projects.